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THORX vs SCHD: Dividend Comparison 2026

THORX yields 5.96% · SCHD yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 THORX wins by $627.00 in total portfolio value
10 years
THORX
THORX
● Live price
5.96%
Share price
$47.38
Annual div
$2.82
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.6K
Annual income
$871.63
Full THORX calculator →
SCHD
Schwab U.S. Dividend Equity ETF
● Live price
3.46%
Share price
$30.48
Annual div
$1.06
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$425.95
Full SCHD calculator →

Portfolio growth — THORX vs SCHD

📍 THORX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodTHORXSCHD
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, THORX + SCHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
THORX pays
SCHD pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

THORX
Annual income on $10K today (after 15% tax)
$506.67/yr
After 10yr DRIP, annual income (after tax)
$740.89/yr
SCHD
Annual income on $10K today (after 15% tax)
$294.40/yr
After 10yr DRIP, annual income (after tax)
$362.06/yr
At 15% tax rate, THORX beats the other by $378.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of THORX + SCHD for your $10,000?

THORX: 50%SCHD: 50%
100% SCHD50/50100% THORX
Portfolio after 10yr
$29.3K
Annual income
$648.79/yr
Blended yield
2.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

THORX buys
0
SCHD buys
0
No recent congressional trades found for THORX or SCHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTHORXSCHD
Forward yield5.96%3.46%
Annual dividend / share$2.82$1.06
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.6K$29.0K
Annual income after 10y$871.63$425.95
Total dividends collected$7.4K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: THORX vs SCHD ($10,000, DRIP)

YearTHORX PortfolioTHORX Income/yrSCHD PortfolioSCHD Income/yrGap
1← crossover$11,296$596.08$11,226$346.36+$70.00THORX
2$12,716$629.29$12,572$357.38+$144.00THORX
3$14,268$662.06$14,046$367.84+$222.00THORX
4$15,961$694.27$15,660$377.73+$301.00THORX
5$17,804$725.84$17,425$387.07+$379.00THORX
6$19,807$756.69$19,354$395.86+$453.00THORX
7$21,981$786.75$21,461$404.13+$520.00THORX
8$24,335$815.95$23,762$411.89+$573.00THORX
9$26,883$844.26$26,272$419.15+$611.00THORX
10$29,637$871.63$29,010$425.95+$627.00THORX

THORX vs SCHD: Complete Analysis 2026

THORXStock

The investment seeks long-term capital appreciation by investing in equity and debt securities of all types from issuers around the world. The fund pursues its investment goal by investing primarily in a broad range of equity securities, including common stocks, preferred stocks and publicly traded real estate investment trusts. It may invest in any stock or other equity security which its investment advisor, Thornburg Investment Management, Inc. ("Thornburg"), believes may assist the fund in pursuing its goal.

Full THORX Calculator →

SCHDETF

The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.

Full SCHD Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.